See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,250 | $167,484+66.1% | $151,611+83.5% | $134,475+106.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.71% | 7.80%-33.5pp | 3.33%-29.0pp | 417.96%-443.7pp |
| Employer contribution / active EE | $2,040 | $6,829-70.1% | $6,166-66.9% | $4,740-57.0% |
| Participant deferral / active EE | $8,263 | $8,986-8.0% | $8,363-1.2% | $6,400+29.1% |
| Admin fee / account holder | $2,961 | $13,783-78.5% | $11,616-74.5% | $11,426-74.1% |